Unclaimed Profile

Marcus Clinton Shaffer

ALLOS INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas

Series 7, Series 65, Series 66Clean record20 years registeredALLOS INVESTMENT ADVISORS, LLC

12980 FOSTER STREET, OVERLAND PARK, KS 66213CRD# 4777059Firm CRD# 155541

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marcus Clinton Shaffer · OVERLAND PARK, KS

Registration

CRD #4777059 · ALLOS INVESTMENT ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

ALLOS INVESTMENT ADVISORS, LLC

Jan 2011 – present

SEARCY FINANCIAL SERVICES, INC.

Nov 2007 – present

LINSCO/PRIVATE LEDGER CORP.

Jan 2006 – Apr 2006

CLAYTON, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · January 5, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLOS INVESTMENT ADVISORS, LLC

CRD 155541 · SEC 801-72028

AUM

$51M

Regulatory assets under management

Employees

752 client accounts

Services offered by ALLOS INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALLOS INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Marcus Clinton Shaffer offer?

Marcus Clinton Shaffer specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Marcus Clinton Shaffer's credentials?

Marcus Clinton Shaffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcus Clinton Shaffer located?

Marcus Clinton Shaffer is based in OVERLAND PARK, Kansas, working with ALLOS INVESTMENT ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Marcus Clinton Shaffer charge for services?

Marcus Clinton Shaffer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLOS INVESTMENT ADVISORS, LLC?

ALLOS INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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